Lasting relationships. For all that matters

The Watkins Johnson Wealth Management Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jack M. Watkins Jr.

    Jack Watkins

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • LA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NH
    • NV
    • NY
    • OH
    • TN
    • TX
    • VA
    • WA
    • WI

    Jack attended Florida State University and majored in Business Management. Jack has an interesting past. He began his career as a PGA Golf Instructor. His family's business was golf course development, and Jack participated in the development of several properties in central Florida. Through this employment, he became more interested in the real estate business. Jack served in the capacity of a real estate agent until 1991 when he began his financial services career at Merrill Lynch. After seven years at Morgan Stanley, in 2008, Jack joined UBS. Jack utilizes his previous experiences and his Senior Portfolio Manager designation to create tailored solutions to help his clients achieve their goals. He is FINRA Series 7, 63, and 65 licensed; he also holds Life, Health, Variable Annuity, and Long Term Care licenses. One of Jack's greatest strengths is building long term relationships with his clients. He treats his clients like family.

    Jack and his wife Jane live in Winter Haven, Florida where they raised their two sons: Cole, a yacht broker, and Conor, who also works in the financial services industry. Jack and Jane attend Grace Lutheran church and support many charities in the community. When he isn't serving his clients, Jack enjoys cruising the lakes in his pontoon boat, and saltwater fishing in south Florida.  

      • Florida State University, Business Management
      • Senior Portfolio Manager
      295 1st Street South
      Winter Haven, FL 33880
    • Eric E. Johnson

      Eric Johnson, CFP, CIMA

      Senior Vice President–Wealth Management

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      • AL
      • AR
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      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MN
      • MS
      • NC
      • NH
      • NV
      • NY
      • OH
      • TN
      • TX
      • VA
      • WA
      • WI

      Eric began his career in 2001 and joined UBS in 2008 after 7 years in wealth management at Morgan Stanley. Eric focuses on financial planning to serve the specialized needs of a limited number of affluent families, whose needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies.  The planning is based on the model of providing access to a world-class product platform and a well-executed plan.  Through his approach Eric works to provide personalized investment strategies that can help balance income, growth, and risk for each client.

      Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric volunteers frequently with the Boy Scouts of America and has served as Finance Chairman for the Lake Region District in Central Florida.  In addition, Eric currently serves on the Polk State College Foundation Board.  A graduate of the University of Florida, Eric also currently serves on the Alpha Tau Omega Fraternity Board of Trustees and House Committee.   Eric Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He holds the Certified Investment Management Analyst ®, and Accredited Investment Fiduciary® designations.  Eric has a B.S. degree in Finance from the University of Florida with a minor in Economics.

      Eric is a survivor of the September 11th terrorist attacks in New York City. He was blessed to escape the tower from the 61st floor that frightful morning. In his free time Eric enjoys spending time with his wife Cady, daughter Halle, and son Embrey.  Eric also enjoys competing in marathon and triathlon competitions throughout the country. Eric and his family reside in Lakeland, FL.

        • University of Florida, Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Portfolio Manager
        295 1st Street South
        Winter Haven, FL 33880
      • Amy B. Garbrecht

        Amy Garbrecht, CFP

        Senior Client Associate

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        • FL
        • GA
        • IL
        • NC
        • NY
        • TN
        • TX
        • WA

        Amy strives for unparalleled customer service; she is the primary customer service liaison for the Watkins Johnson Group. Her client focus and organizational skills make Amy an integral part of the team. She graduated with a major in Finance and a minor in International Business from the University of Central Florida. Though her professional career began in the financial services industry, she spent nine years managing the legal, insurance and financial aspects of her family's powerboat racing business. Amy joined Morgan Stanley in 2005 and came to UBS in 2008 as a Registered Client Service Associate. Amy utilizes her CERTIFIED FINANCIAL PLANNER™ designation in planning discussions with her team. Amy is FINRA Series 7, 31, and 66 licensed; she also holds Life, Health, Variable Annuity, and Long Term Care licenses.

        In her free time, Amy loves to travel. She considers gaining passport stamps one of her greatest pastimes. She also loves spending time with her family, watching the sunsets from her boathouse, and spending time with her friends. She lives in Winter Haven with her son Austen and adorable puppy Khaos.

          • University of Central Florida, Finance
          • CERTIFIED FINANCIAL PLANNER™
          295 1st Street South
          Winter Haven, FL 33880
        • Rachel Pinner Lobdell

          Rachel Lobdell, CFP®, CHFC®

          Senior Wealth Strategy Associate

          Planning Specialist

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • LA
          • MD
          • MI
          • MN
          • MS
          • NC
          • NH
          • NV
          • NY
          • OH
          • TN
          • TX
          • VA
          • WA
          • WI

          After graduating from Florida Southern College in 1999 with a double major in Computer Information Systems and Finance, Rachel began her career in financial services with Wachovia Securities. She spent 10 years with Wachovia Securities as a Marketing Assistant and then moved to UBS in 2008 as a Senior Registered Client Service Associate, Branch Office Administrator, and Branch Technology Liaison.  Shortly after beginning treatment for breast cancer in October 2016, Rachel dove into a management position in the capacity of Supervisory Officer where she utilized her critical thinking skills, gregarious personality, and vast product and industry knowledge to assist the firm in managing and reducing risk through proper compliance controls. Since January 2020, Rachel has been a member of the Watkins Johnson Wealth Management Group where her focus is on financial planning, building relationships, managing our trading systems, and helping clients understand what is necessary to achieve their financial goals. Rachel is FINRA Series 7, 9, 10, 63, and 65 licensed and also holds Life, Health, Variable Annuity, and Long Term Care licenses. Using her CERTIFIED FINANCIAL PLANNER™ (CFP) marks as well as her Chartered Financial Consultant (ChFC) designation, Rachel creates tailored Financial Plans which help clients achieve their financial goals. 

          In her free time, Rachel enjoys bringing a positive outlook and mentoring other ladies suffering through the woes of breast cancer, traveling, golf, watching sports of every kind, getting her hands dirty in her garden, and gourmet cooking. She has previously served as the Teaming Chair for the American Cancer Society's Annual Breast Cancer Walk fundraiser. She is a member of Victory Church in Lakeland, and she and her husband Matt reside in Lakeland, Florida with their rambunctious dog Molly.

            • Florida Southern College, Computer Information Systems and Finance
            • Planning Specialist
            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Financial Consultant
            Financial planning
            Retirement planning
            Estate planning strategies
            Investing
            Custom portfolios
            Asset allocation
            295 1st Street South
            Winter Haven, FL 33880

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          For needs that go beyond your own—to help you improve the lives of others

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          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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